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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,975 | $77,638-61.4% | $156,551-80.9% | $62,881-52.3% |
| Participation rate | 54.4% | 71.2%-16.8pp | 84.0%-29.6pp | 69.3%-14.9pp |
| Annual return | 7.47% | 50.33%-42.9pp | 32.23%-24.8pp | 20.14%-12.7pp |
| Employer contribution / active EE | $852 | $3,444-75.3% | $5,501-84.5% | $2,281-62.7% |
| Participant deferral / active EE | $2,074 | $3,046-31.9% | $4,871-57.4% | $3,203-35.3% |
| Admin fee / account holder | $1,184 | $5,561-78.7% | $13,028-90.9% | $4,296-72.4% |